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JPMorgan SmartRetirement Blend 2040 R4 (JNTNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.82-0.03 (-0.10%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.38%
5-year average return7.12%
Number of years up4
Number of years down2
Best 1-yr total return (29 Apr 2024)23.54%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return23.54%
Worst 3-yr total return2.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJNTNXCategory
YTD6.14%10.80%
1-month2.75%1.06%
3-month6.14%6.14%
1-year18.08%33.59%
3-year4.64%12.99%
5-year8.48%12.87%
10-year7.62%9.72%
Last bull market31.17%19.05%
Last bear market-13.59%-17.54%

Annual total return (%) history

Year
JNTNXCategory
2024
N/AN/A
2023
18.10%N/A
2022
-17.35%N/A
2021
15.61%N/A
2020
12.75%14.56%
2019
23.54%23.19%
2018
-8.22%-7.74%
2017
N/A19.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.14%N/AN/AN/A
20236.16%4.72%-3.69%10.31%
2022-6.11%-13.59%-6.19%8.60%
20214.55%5.86%-1.26%5.79%
2020-19.97%16.35%6.50%13.69%
201911.03%3.12%0.82%7.02%
2018-0.86%0.35%3.41%-10.78%
20174.40%4.83%N/AN/A

Rank in category (by total return)

YTD67
1-month69
3-month67
1-year67
3-year57
5-year74

Load adjusted returns

1-year18.08%
3-year4.64%
5-year8.48%
10-year7.62%